Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,144 | $162,821-40.3% | $133,978-27.5% | $158,982-38.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 11.55% | 41.95%-30.4pp | 45.10%-33.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,877 | $5,910-51.3% | $5,047-43.0% | $5,983-51.9% |
| Admin fee / account holder | $1,877 | $11,742-84.0% | $8,930-79.0% | $11,252-83.3% |